StockDriftsStockDriftsTop 50 SS&H Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPM | JPMORGAN CHASE & CO | 8.77% | 104.8K | $34.3M | new | $147.35(+145.32%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 6.84% | 133.7K | $26.8M | new | $31.09(+609.08%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 5.89% | 20.0K | $23.0M | new | $86.38(+897.90%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.32% | 71.9K | $20.8M | new | $176.92(+73.34%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.26% | 44.7K | $16.7M | new | $336.35(+49.48%) | 2026-06-30 | |
| GLW | CORNING INC | 3.93% | 60.2K | $15.4M | new | $37.59(+324.07%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 3.08% | 47.9K | $12.1M | new | $157.04(+58.76%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.91% | 47.8K | $11.4M | new | $148.85(+84.71%) | 2026-06-30 | |
| LRCX | LAM RESEARCH CORP | 2.58% | 23.3K | $10.1M | new | $63.27(+396.91%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.5% | 27.6K | $9.8M | new | $150.99(+132.13%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.52% | +70.72% | — | — | +57.01% |
| Top 20 Holdings Unweighted | +15.75% | +55.08% | — | — | +44.67% |
SS&H Financial Advisors, Inc. reports $390.94M in US-listed equity holdings across 130 positions in its most recent 13F filing. Its largest disclosed positions are JPM (8.8%), NVDA (6.8%) and MU (5.9%). The top 20 holdings account for 63.7% of reported assets. Its disclosed equity book has returned +70.72% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
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Holdings on this page are parsed from SS&H Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911735). View SS&H Financial Advisors, Inc.’s 13F filings on SEC